Good afternoon,
Today, a little more on the ever-present US election news, including a quick 10-minute Audio commentary. (Warning: The tape sounded scripted to me…soooo… maybe don’t listen to it while driving or operating a backhoe. There’s a good chance you’ll slip into a parallel realm of consciousness. Remember your grade 10 social studies teacher? Yeah.)
Key things to know about U.S. elections & the market.
- What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election?
- Kelly Bogdanova, Co-chair of RBC’s Global Portfolio Advisory Committee, and Tylar Lunke, Senior Manager of the Portfolio Advisory Group’s Managed Portfolio Strategies team, discuss these topics and more.
- Listen here (approximately 10-minutes).
Also this: For a little more on this topic, this time in print, see our focus article from the March edition of Global Insight.
That’s probably it. No more US election news for the next 8 months.
Just kidding.
In this week’s Global Insights:
Time is on my side: Often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.
Regional developments: Canadian unemployment ticking higher; U.S. February inflation keeps Treasury investors cautious; Tight UK labour market shows further signs of cooling; South Korea aims to end stock market undervaluation.
Full read here: Global Insight Weekly.
Feel free to contact me with any questions and/or to discuss investment ideas.
Enjoy your beautifully and unseasonably warm weekend!
Mark